SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$586M
AUM Growth
+$7.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,696
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$4.78M
3
+$2.98M
4
WSBC icon
WesBanco
WSBC
+$2.46M
5
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$2.29M

Top Sells

1
+$2.55M
2
+$1.96M
3
+$1.94M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$584K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$186K

Sector Composition

1 Technology 4.33%
2 Consumer Staples 3.8%
3 Healthcare 3.35%
4 Financials 2.61%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.78K ﹤0.01%
+22
777
$1.78K ﹤0.01%
81
+60
778
$1.78K ﹤0.01%
15
+6
779
$1.78K ﹤0.01%
330
780
$1.77K ﹤0.01%
65
781
$1.76K ﹤0.01%
35
+11
782
$1.75K ﹤0.01%
15
783
$1.75K ﹤0.01%
5
+1
784
$1.75K ﹤0.01%
15
785
$1.73K ﹤0.01%
59
786
$1.73K ﹤0.01%
55
-4
787
$1.72K ﹤0.01%
+306
788
$1.72K ﹤0.01%
136
789
$1.72K ﹤0.01%
63
790
$1.71K ﹤0.01%
24
-3
791
$1.71K ﹤0.01%
88
+7
792
$1.7K ﹤0.01%
+118
793
$1.7K ﹤0.01%
9
794
$1.7K ﹤0.01%
15
-2
795
$1.7K ﹤0.01%
19
-1
796
$1.7K ﹤0.01%
6
+1
797
$1.69K ﹤0.01%
80
798
$1.69K ﹤0.01%
29
+2
799
$1.69K ﹤0.01%
32
800
$1.69K ﹤0.01%
15
30 31
32
33 34